Find answers to your questions about our virtual bookkeeping, tax, and advisory services.
What accounting services do you offer?
We provide comprehensive accounting services including bookkeeping, financial statement preparation, tax planning and filing, payroll processing, and advisory services. Our focus is on small businesses with teams up to 10 employees who need reliable, professional financial management.
What software do you use for bookkeeping?
We primarily work with QuickBooks Online and Hubdoc for bookkeeping automation. These cloud-based tools allow for real-time collaboration, automatic receipt capture, and streamlined financial reporting. We can also work with your existing accounting software if you prefer.
How much do your services cost?
Our pricing is customized based on your business size, transaction volume, and service needs. We offer transparent monthly retainer packages for bookkeeping and advisory services, with no surprise fees. Contact us for a free consultation where we'll provide a detailed quote tailored to your situation.
Can you help with corporate tax planning?
Absolutely! Corporate tax planning is one of our specialties. We help incorporated businesses minimize their tax liability through strategic planning, income splitting, dividend vs. salary optimization, and maximizing available deductions and credits. Our goal is to keep more money in your business.
Do you offer virtual/remote services?
Yes! We operate as a fully cloud-based practice, allowing us to serve clients seamlessly. All our systems are secure and accessible online, and we can meet virtually via video call. We believe this approach provides better convenience and faster response times for our clients.
Rattray CPA helps to simplify the lives of small business owners through cloud accounting technology and expert financial guidance.